DVRs are a niche and standalone DVRs with 4 or more tuners even more of a niche. Comcast aggressively pushes their X1 and it's sufficient for most people. They eventually get raped on the service charges, after their initial promo deal runs out. But it allows people to avoid spending high 3-figure or even 4 figure to get a Tivo setup for their home. So for the people who stay with cable, most either don't bother with DVRs or get whatever the cable company offers them, even if they spend $300 a year on DVR fees. For cord-cutters, there is no need for DVRs (well I would argue there always is) but maybe there could be a niche that captures streams and then allows you to FF through commercials. Though I don't know why a service like Hulu, which has commercials in their lowest subscription tier, would offer a client for such products. If the US ever gets last-mile competition, then the stranglehold of the cable companies may loosen. Supposedly AT&T and Verizon will be offering home 5G in a couple of years. That could accelerate cord-cutting, as people can cut off any relationships with cable companies at that point. But that assumes 5G will be as fast as advertised and priced competitively, without caps. With 4K HDR streaming, caps can start to become an issue. Of course the 5G providers will also try to sell TV packages along with the data. However it may be wishful thinking to expect disruption in the home Internet market. If it comes though, companies like Tivo will have to find a business model.